Overview 

• This lesson provides a guide for Creating a Transfer via SmartPDE

Prerequisites

N/A

How-To Guide

• After selecting the Create Transfer button the system will prompt to select a Venue

• Select a Venue to continue or select Cancel to cancel the selection
• Next, enter an Operator Number

• After entering an Operator Number, a prompt will appear with an alphanumerical keyboard to enter a Transfer Description

• Enter a description and select OK
• After entering a description, the Stock Transfer screen will appear

• Select a From Store which is the Store that the Stock is coming from and stock will be depleted from this Store
• Select a To Venue which is the Venue receiving the Stock
• Select a To Store which is the Store receiving the Stock

Delete All

• This button will allow for deletion of the entire Transfer
• After selecting, a window with the message, 'You have selected to Delete all * Entries. Do you want to continue?' will appear

• Select Yes to Proceed or No to Cancel deletion
• After a Yes selection, a Manager's Operator Number will need to be entered to proceed with the deletion

• A window will confirm that a Manager Code has been entered
  
• Another window will prompt 'Done'

• Select OK to continue and return back to the main menu screen

Clear Item

• Selecting this button will allow for Clearing a line Item from the Transfer
  
• To clear a line item, select a Product from the list and select the Clear Item button
  
• A window will appear to confirm that the item selected is going to be removed from the Transfer

• Select YES to remove the item or select NO to cancel the removal of the item 

• Notice that the Cleared item is in red
• The Product can be Un-Cleared by selecting Change Item

Change Item

• Selecting this button will allow for changing the Quantity Amount requested of a Product
  
• To change a Quantity Amount, highlight the desired Product and select the Change Item button
• A window will appear to allow for changing the requested amount

• Enter the desired amount and select OK

Search Product

• A Product can be manually added to the Transfer by selecting the Search Product button
• The system will prompt a Product Selection screen

• After selecting a Product Group from the Group column, a list will populate in the Name column

• Select a Product to continue with adding it to the Transfer
• The system will prompt for entering a Quantity; enter an amount and select OK

Send & Exit

• Selecting the Send & Exit button will send all changes to the Server and exit the Transfer screen
• A window will appear with a message, 'Do you want to transmit these *** entries to the Server Now?'
  

• Select YES to Continue or select NO to Cancel
• After selecting Yes, another window will appear with a Confirmation and Transaction ID number
• Select OK to continue and return back to the main menu screen